Expand your understanding of institutional plan performance, asset allocation and risk.
Cobbling together pieces from off-the-shelf solutions won’t save you time or fix your reports. We have 150+ prebuilt report templates as well as the ability to build your own so you can:
What could you do with instant access to decision support data and insights on investments, market trends, and your peers? Our simple yet powerful analytics solution lets you isolate investment products to analyze their performance, track their integrity, and deconstruct them to expose their composition, asset-class sensitivities, and style drift.
Make decisions faster and see important differences across peer groups with precise searches, clear charts, and intuitive reports. Benefit from:
Get an insider’s perspective into market trends and your competition. Investment Metrics provides research on custom products, benchmarks, and peer groups for precise comparisons. But analytics is a starting point – our consultants can offer added value through industry knowledge and investment expertise. With our research solution, you get:
Spend less time running reports and more time analyzing results. We will work with you to better understand your clients, your workflow, and your requirements so we can build custom-designed reports that use your data. You will get full access to our portfolio analytics and reporting platform, as well as:
See the power of our platform first hand and learn how we can help you save time, make more informed decisions, and stand out from the crowd.